See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,331 | $99,032-94.6% | $80,019-93.3% | $135,375-96.1% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -6.61% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $646 | $3,043-78.8% | $2,468-73.8% | $4,779-86.5% |
| Participant deferral / active EE | $1,545 | $4,282-63.9% | $3,686-58.1% | $5,609-72.4% |
| Admin fee / account holder | $9 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |